WISDOMTREE TR's ticker is IQDG and the CUSIP is 97717X131. A total of 54 filers reported holding WISDOMTREE TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $16,076,541 | -5.5% | 502,069 | +1.5% | 1.52% | -0.1% |
| Q2 2023 | $17,016,445 | +2.7% | 494,520 | +1.1% | 1.52% | -6.6% |
| Q1 2023 | $16,567,701 | +28.0% | 489,156 | -0.6% | 1.63% | +12.9% |
| Q3 2022 | $12,944,000 | -12.8% | 491,964 | -1.8% | 1.44% | -12.4% |
| Q2 2022 | $14,836,000 | -4.0% | 500,876 | +18.2% | 1.64% | +9.5% |
| Q1 2022 | $15,460,000 | +0.1% | 423,680 | +9.3% | 1.50% | +2.0% |
| Q4 2021 | $15,438,000 | +11.7% | 387,554 | +6.8% | 1.47% | +0.1% |
| Q3 2021 | $13,821,000 | +4.2% | 362,948 | +8.9% | 1.47% | +5.3% |
| Q2 2021 | $13,260,000 | – | 333,176 | – | 1.40% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| One Capital Management, LLC | 727,914 | $18,263,000 | 3.71% |
| Surevest, LLC | 108,154 | $2,714,000 | 2.14% |
| Princeton Global Asset Management LLC | 6,812 | $171,000 | 0.15% |
| Capital Analysts, LLC | 21,450 | $538,000 | 0.07% |
| BB&T SECURITIES, LLC | 28,180 | $707,000 | 0.01% |
| AdvisorNet Financial, Inc | 1,150 | $29,000 | 0.00% |
| Bank of New York Mellon Corp | 530,292 | $13,305,000 | 0.00% |
| SIGNATUREFD, LLC | 1,510 | $38,000 | 0.00% |
| Patriot Financial Group Insurance Agency, LLC | 161 | $4,000 | 0.00% |
| Cambridge Investment Research Advisors, Inc. | 10,183 | $256,000 | 0.00% |